Looking for apps to overall manage your Nonprofit with QuickBooks Online Advanced? Here are some useful apps that can integrate with QBO easily. Dig deeper now!

1. QuickBooks Online
Advanced:
COGNEESOL
7 Apps to Better
Manage your
Nonprofit with QBO!

2. Nonprofit organizations have a lot to manage when it
comes to serving the society proficiently and with full zeal.
To add to the complexity is the burden of managing the
accounting chores concerning donations, bookkeeping, and
more. Let us know how using QuickBooks Accounting can
help the with the same.
Introduction

4. 1. Bookkeeping
QBO helps manage expenses of various
funding programs.
2. Tracks Donations/Grants
QBO tracks donations/grants during
fundraising and also syncs them with
popular fundraising platforms automatically.

5. 3. Accurate Reporting
It helps prepare financial reports easily
and share them with funders, boards, the
general public, & the staff.
4. Tools Integration
It helps integrate with tools that are equally
important for NPOs apart from accounting.

6. 5. Cloud-Based
This makes an NPO decentralized,
enabling its workforce to access data
from anywhere.
6. Automation
With QBO, monotonous accounting
processes get automated, saving time &
effort at large.

7. 7 Apps to Better
Manage your
Nonprofit with
QuickBooks Online
Advanced:

8. 1. Method CRM
Converting leads & creating estimates easily
Integration of QBO and Method CRM helps an NPO
with:
Understanding customers & their liking
Streamlining operational workflows
Having a centralized information platform

9. An overall view of potential opportunities &
activities
Key Features of Method CRM:
Options for self-service to empower donors
A no-code platform having multiple tools of
customer management
Templates of custom transaction

10. 2. TSheets
Accessing precise donation information
Integration of QBO and Tsheets helps an NPO with:
Gaining valuable insights by tracking time against fundraising
campaigns & activities
Monitoring real-time volunteer activity
Tracking activities & volunteer hours using a computer,
Smartphone, or time clock kiosk

11. Time tracking of volunteers
Key Features of TSheets:
Tracking of donor contribution & reporting
Scheduling of campaign tasks

12. 3. NeonCRM
Accessing constituent contacts
Integration of QBO and NeonCRM helps an NPO
with:
Entering donations
Reviewing store purchases, activities, events, &
membership from the mobile device

13. Accounts & Relationship Tracking
Key Features of NeonCRM:
Volunteer Management
Automated Receipting
Reports & Analytics
Credit Card & Check Processing

14. 4. Kindful
Saving data entry time
Integration of QBO and Kindful helps an NPO with:
Tracking & reporting the performance of a campaign
performance
Connecting with donors & meeting their expectations
Setting up online campaigns for fundraising & sharing them
on social media platforms

15. Dashboard for Donor Lifecycle with
the donor, contact activity, and latest transaction
Customizable donor management to track prospecting,
wealth screening, & activities
Tools for peer-to-peer fundraising & online
crowdfunding
Key Features of Kindful:
E-mail tools for donor communication

16. 5. DonorPath
Identifying new opportunities
Integration of QBO and DonorPath helps an NPO
with:
Seeing donor wealth scores
Automating reports

17. Analytics to know fundraising health
Key Features of DonorPath:
Expert ongoing help & support
Automated reports for staff & board
Lists of donor and prospect with wealth scores

18. 6. Method Donor
Scheduling follow-ups and tracking donations
Integration of QBO and Method Donor helps an NPO
with:
Ensuring alignment of every fundraising activity with
your nonprofit’s goals
Receiving charitable donations online

19. Automated workflows for reducing manual tasks
Key Features of Method Donor:
Campaign tracking & customizable activity
In-depth reporting
Updating donors about campaigns of fundraising quickly

20. 7. Donor Receipts
Creating receipts in merely three clicks
Integration of QBO and Donor Receipts helps an
NPO with:
Ensuring receipts are CRA & IRS tax compliant
Receiving & sharing receipts by e-mail
Customizing receipt templates to meet tax reporting needs

21. Customizable receipts of donation
Key Features of Donor Receipts:
Invoice importing & journal entries
Downloadable & printable receipts
Branded templates for adding nonprofit’s signatures
& logo

22. Irrespective of the size of your nonprofit, these apps can easily
integrate with QuickBooks Online Advanced, and provide you
with unmatched benefits.

23. you with the same. It has more than 12 years
of experience in providing accurate and
quality accounting support to Nonprofits and
businesses worldwide.
However, if you lack time, skill, or expertise
in using QBO, Cogneesol’s professional
QuickBooks Accounting Services can help

24. Contact us
Address 30 Wall Street, 8th Floor, New
York, NY 10005-2205
Email Address info@cogneesol.com
Phone Number +1 646-688-2821
www.cogneesol.comWebsite